![Page 1: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/1.jpg)
Streamline
Oracle Service Contracts
Date : 11-Jun-2012
Presented By : Mike Ivers (Protégé Software Services, Inc)
Ravindra Tripathi (Crossbeam Systems, Inc)
![Page 2: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/2.jpg)
About Protégé
• Oracle Gold Partner
• Information Technology Professional Services
firm in operation since1993.
• Full service offerings including Project
Management, Functional, and Technical
Consulting Services.
• Long term Customer Relationships
![Page 3: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/3.jpg)
About Crossbeam
• Headquartered in MA; Global offices
• Makes Open, High Performance Network
Security Platform
– Deployment of third party security applications
– Supports large networking environments
• Services numerous industries, such as
– Government
– Energy
– Financial Services
– Healthcare
– Higher Education
– Mobile Operators
![Page 4: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/4.jpg)
Crossbeam History Over a Decade of Delivering Next Generation Security
Platforms
Founded November 23rd
1999
Crossbeam launches first
X-Series
Crossbeam Expands
portfolio to include C-
Series
Crossbeam ships ground-
breaking 40Gbps X-
Series
New 4-Slot X20 & X30 are
launched for Enterprise
market
IBM, Imperva & Sourcefire
launch latest security
applications on 40G X-Series
McAfee & Actiance added to application
partners
Crossbeam ships fastest NGFW with
140Gbps performance
1999 2001 2004 2007 2008 2010 2010 2011
![Page 5: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/5.jpg)
• Maintenance Business represents a
Significant Portion of the Company
Revenue
• Customer Satisfaction is critical to the
Organizations success
• Operational optimization is a key factor in
measuring the success of the business
• Eliminate missed revenue due to poor
visibility to contract information
Business Case
![Page 6: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/6.jpg)
• Increased visibility of information to
Crossbeam contract team and customers
• Streamline processing of information for
Crossbeam personnel
• Streamline information handling between
Crossbeam and customers
• Improve customer satisfaction in
maintenance portion of the business
Business Needs
![Page 7: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/7.jpg)
‘Add On’ Design Approach
• Provide improved information display – Comprehensive asset search screen
– Customer asset dashboard with drill-down
– Customer asset detailed screen, with folders
– Quick action feature for renewal, copy etc.
– Batch quoting for contract renewal
• Augment standard Oracle functionality – Drill-down capability
– Export to, and Import from, Excel
![Page 8: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/8.jpg)
Summary of Results
• Improved Customer Service
• Increased maintenance revenue due to improved access and visibility
• Reduced overhead cost per contract
• Reduced errors in Service Contracts
• Changed process from user maintenance tool to an information based processing approach.
![Page 9: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/9.jpg)
Service Team Testimonials
“The single screen application is invaluable to our business because we have easy access to all of the information we need with the ability to quickly update and maintain our installed base.”
“The ability to import and export information for quotes is a valuable tool and makes things more efficient as some of our customers have thousands of assets”
“There are so many features that have enhanced our ability to manage high volumes of assets, such as batch cancellations, batch quoting, synchronizing start and end dates, and re-pricing”
![Page 10: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/10.jpg)
Demo
![Page 11: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/11.jpg)
Search Screen
• Search by more fields than standard Service Contracts
![Page 12: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/12.jpg)
Customer Asset Dashboard
• Drill-down capability on each data field
• Folder option available
![Page 13: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/13.jpg)
Asset Drill-down Screen
![Page 14: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/14.jpg)
Asset Drill-down Features
• Data sorting capability on each field
• Further Drill-down functionality – Serial Number
– Service Contract Number
– Order Number
• View in Tabular format for Export to Excel
• Powerful functionality in ‘Action List’ to
automate further processing
![Page 15: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/15.jpg)
Serial Number Drill-down
![Page 16: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/16.jpg)
Service Contract Number
Drill-down
![Page 17: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/17.jpg)
Export/Import Process
• Select ‘Quick’ Action and adjust data as
desired
• View Tabular data view
• Export data to Excel
• Edit data in Excel, customer or Crossbeam
• Import data from Excel using ADI
![Page 18: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/18.jpg)
Tabular Display for Export to
Excel
![Page 19: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/19.jpg)
Export/Import Process –
Web ADI Integration
• Excel sheet used to edit data
![Page 20: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/20.jpg)
Import Process –
Import with Copy-Paste from Excel
![Page 21: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/21.jpg)
Quick ‘Action’ List
• Select ‘Action’ to start automated process
![Page 22: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/22.jpg)
‘Generate Quote’ – Create
• Can create New or add to Existing
Contract
• Features include – Sync of Start Date, End Date
– Adding Discount/Surcharge at top level, service or
Line Level
– Import Data from Excel File using Web ADI or Copy-
Paste
– Service item replacement and more…..
![Page 23: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/23.jpg)
‘Prepare Quote’
![Page 24: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/24.jpg)
‘Prepare Quote’ cont
![Page 25: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/25.jpg)
‘Quote Pricing and Billing’ cont
![Page 26: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/26.jpg)
‘Non Quoted Assets ’
![Page 27: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/27.jpg)
‘Copy Contract’
![Page 28: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/28.jpg)
‘Renew Contract’
![Page 29: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/29.jpg)
‘Generate Quote’ – Review
![Page 30: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/30.jpg)
Batch Quoting - Data
![Page 31: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/31.jpg)
Batch Quoting - Features
• Auto Re-pricing
• Auto Old-New service item replacement
based on mapping
• Auto Attribute Cascading
• Auto QA Check
• Auto Quote report generation
![Page 32: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/32.jpg)
Batch Quoting – Auto QA Check
Passed
Warning
Failed
![Page 33: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/33.jpg)
Batch Quote Report
![Page 34: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/34.jpg)
Batch Quote ‘Welcome’
• Additional ‘Welcome’ document automatically created
![Page 35: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/35.jpg)
BI Report - Renewals
![Page 36: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/36.jpg)
BI Report - Revenue
![Page 37: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/37.jpg)
Inspired People …
Tailored Solutions
Thank You !
Mike Ivers, [email protected]
Ravindra Tripathi, [email protected]
![Page 38: Streamline Oracle Service Contracts - Optiosysblog.optiosys.com/wp-content/uploads/2012/06/MakeServiceContrac… · Streamline Oracle Service Contracts Date : 11-Jun-2012 ... (Crossbeam](https://reader030.vdocuments.net/reader030/viewer/2022040212/5e928b41a369ec20cf20bede/html5/thumbnails/38.jpg)
Questions ?